Our Team

Experienced and dedicated team of highly credentialed professionals

select-am-bio-page-v13_03
Joseph Guerrisi, CFA
President and CEO

Our long tenured employee base has experience in providing private and highly personalized services. These services include asset management, tax and legal coordination, estate planning and foundation management, and private banking. Our dedicated team of professionals will provide you with tailored solutions to meet your financial objectives.

Integrity is a core value of our firm. We promote a high moral standard in all of our actions and require SAMT employees to act in accordance with the CFA Institute Code of Ethics.

Investments & Wealth Management

seanbreckenridge
Sean Breckenridge, CFA
Sr. VP – Head of Trading and Quantitative Research
emilyernest
Emily Ernest, CFA
VP of Investments
kevinortenzio
Kevin Ortenzio
VP, Relationship Manager
nathanfriedman
Nathan Friedman
Sr. Client Account Specialist

Trust Administration

jenniferbowen
Jennifer Bowen, CTFA
Director of Trust Administration
brittanygrigg
Brittany Grigg
Sr. Client Services Associate
Takach
Christina Takach
Client Services Support Specialist
sharon-website-smaller
Sharon Anderson
Administrative Assistant

Financial Operations

robertnause
Robert Nause
Treasurer and Secretary
clairegoshorn
Claire Goshorn
Account Operations Manager
Whitney Photo
Whitney Marshall
Sr. Account Operations Specialist
Holly Ragan
Holly Ragan
Administrative Assistant

Portfolio Operations

briana_003_cr
Briana Bailets
VP of Portfolio Accounting
kimberlynagle
Kimberly Nagle
Accounting Associate